+249.2%
ASX vs AEIS
+86.7%
+162.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +4.5% |
| 7D | +6.3% | +8.1% | -1.8% | +1.7% |
| 30D | +6.4% | -11.1% | +17.6% | +13.4% |
| 3M | +13.1% | -5.6% | +18.8% | +16.6% |
| 6M | +90.3% | -0.6% | +90.9% | +88.5% |
| YTD | +149.6% | +38.0% | +111.6% | +113.8% |
| 1Y | +249.2% | +87.2% | +161.9% | +166.3% |
| All | +249.2% | +86.7% | +162.5% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling